The template
Explain the problem, product, audience, and business model without inventing traction or metrics.
Use this scene sequence as an editable outline. Replace sample wording with verified details; the sequence is a planning aid, not a fixed duration or a platform specification.
| Beat | On screen | Narration | Review check |
|---|---|---|---|
| 1. Problem | Show the audience and unmet need. | Define the problem in plain language. | Is the statement supported by evidence? |
| 2. Solution | Show the product's central workflow. | Explain what the product does. | Does the interface show the current offer? |
| 3. Market | Use a chart or diagram with source context. | State market definition and source date. | Are estimates clearly labeled? |
| 4. Business model | Show how a customer uses or buys the product. | Explain pricing logic or revenue model. | Is this information approved to share? |
| 5. Evidence and ask | Show only cleared traction or team proof. | State the fundraising ask or next step. | Are figures current and audience-appropriate? |
How to fill it in
- Hook: state the viewer's problem or the outcome they want.
- Context: show only the setup the viewer needs to understand the workflow.
- Main action: focus on one or two meaningful product steps.
- Outcome: show what changed, using only claims you can support.
- Next step: give viewers one specific action to take.
Customize it for your audience
Choose the claims according to the audience and purpose of the pitch, such as an initial introduction or a deeper diligence conversation. Keep a source note for market definitions, dates, metric denominators and financial periods. Distinguish current performance from targets, projections and illustrative product screens. If the video is shared beyond the intended investors, review whether the figures, customer references or plans are cleared for wider distribution. A concise pitch should support a conversation rather than replace the underlying materials; include a clear contact or next-meeting step approved by the team.
Prepare the final handoff
Keep an investor-only version separate from any public product overview. Include a dated evidence sheet for figures and market claims, plus the intended distribution list and approved next step. If metrics change, update the video or remove the stale claim rather than relying on a verbal correction later.
Production and approval checklist
Before recording or animation, confirm the viewer, destination, desired next action and product version. Replace every illustrative name, number and screen with approved material, or label it as sample content. Check that each scene advances the story and that voiceover fits the time available on screen. Review the draft once for product accuracy, once for audience comprehension and once for permissions, accessibility and destination requirements. Make the final reviewer and approval date explicit; recheck volatile facts such as pricing, availability, release status, event details and platform rules just before publishing. Keep the script, source assets and approved export together so an update can be made without guessing which version is current.
Who it serves
Investors need a concise view of the problem, audience, product, business model and evidence. Choose what supports the current fundraising discussion instead of compressing an entire deck into narration.
Evidence and review
Date market sources, define metric denominators and have leadership approve traction, revenue, retention and forecast claims. Mark estimates and projections as such.
Do not present unaudited results as audited or imply that a forecast is actual performance. Keep confidential information out of a public version.
A worked example
Illustrative scenario, not a customer story: Explain the problem, product, audience and business model in that order. Add market size or traction only with dated, reviewable evidence cleared for investor use.
Make it automatically
DemoVexa can use your product code and project context to draft a brief, script, and scene plan. Review every screen, claim, permission, and recording before publishing.
Frequently asked questions
Which metrics should go in an investor pitch video?
Include only current, approved figures that help explain the business. State the measurement period and basis, distinguish forecasts from actuals, and keep supporting evidence available.
Can I share the same video publicly?
Not automatically. Fundraising materials may contain sensitive details or claims cleared for a limited audience. Prepare a public version and review all disclosures and permissions separately.
Can I use this template for free?
Yes. The outline is page content you can copy without an account. Adapt it to your product, check the destination's current requirements, and verify every claim, date, permission and third-party asset before publication.
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